How do the valuations of C3.ai and SentinelOne compare?

SentinelOne has a forward P/E of 69.8x and a P/S ratio of 6.9x, while C3.ai has a forward P/E of 30.2x and a P/S ratio of 8.1x; the analysis also notes SentinelOne's current P/S multiple is 6.8x versus C3.ai's 7.4x.

Are either of these companies profitable?

Neither company is consistently profitable; SentinelOne's operating margin is -26%, while C3.ai's is -198%.

What are the main risks for each company?

C3.ai faces financial instability from a history of net losses, with an accumulated deficit near $1.8 billion by early 2026. SentinelOne competes in a fragmented cybersecurity market against much larger vendors and depends on third-party cloud infrastructure.

AI Stocks & MarketsAI Business & IndustryYahoo Finance AI2m agoNov 15, 2026, 01:00 JST

SentinelOne beats C3.ai on 21% vs -2% revenue growth

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3 Key Points

What happened
SentinelOne averaged 21% revenue growth over the last three years versus -2% for C3.ai; its 12-month revenue was about $1.1 billion, up 21.1%, while C3.ai's was $232.4 million, down 37.5%.
Why it matters
SentinelOne's consistent growth and a price-to-sales multiple of 6.8x, slightly below C3.ai's 7.4x, make it the more efficient choice for growth-oriented investors, the analysis concludes.

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Context & Analysis

The comparison hinges on two different software models. C3.ai sells prebuilt applications that help large organizations deploy agentic AI for specific industries, leaning on relationships with Baker Hughes and Microsoft. SentinelOne's Singularity Platform provides autonomous security for endpoints and cloud data, distributed through partners including N-able, Cloudflare, and Amazon.

C3.ai's revenue decline to roughly $232.4 million in the 12 months ended July 31, 2026, came alongside a net loss of nearly $446.4 million and negative free cash flow of $190.7 million in the fiscal year ended April 30, 2026. Its balance sheet remains debt-free with a current ratio of about 6.6x, but the accumulated deficit reached nearly $1.8 billion by early 2026.

SentinelOne's revenue of about $1.1 billion grew 21.1%, yet it still posted a net loss of nearly $340.1 million. Its free cash flow was approximately $75.9 million in the fiscal year ended Jan. 31, 2026, though stock-based compensation represented roughly 388.4% of operating cash flow, meaning reported cash generation is heavily inflated by this non-cash add-back. The analysis also notes both companies trade at similar price-to-sales multiples, but SentinelOne's slightly lower multiple and steadier growth tilt the conclusion in its favor.

FAQ

How do the valuations of C3.ai and SentinelOne compare?: SentinelOne has a forward P/E of 69.8x and a P/S ratio of 6.9x, while C3.ai has a forward P/E of 30.2x and a P/S ratio of 8.1x; the analysis also notes SentinelOne's current P/S multiple is 6.8x versus C3.ai's 7.4x.
Are either of these companies profitable?: Neither company is consistently profitable; SentinelOne's operating margin is -26%, while C3.ai's is -198%.
What are the main risks for each company?: C3.ai faces financial instability from a history of net losses, with an accumulated deficit near $1.8 billion by early 2026. SentinelOne competes in a fragmented cybersecurity market against much larger vendors and depends on third-party cloud infrastructure.

Yahoo Finance AIRead Original Article

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